Create or Rename a Sheet or Other Smartsheet Item

In Smartsheet, most solutions start with a sheet: it's the primary place where information is stored. You can configure a sheet to track a wide variety of workflows—from tasks and project deadlines to punch lists, inventories, or customer information.

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Note that you don't always need to start from scratch. For information about creating a new sheet by importing an existing spreadsheet or project that you started in another program, see Importing Files to Create New Sheets. Or, to start with a template, see Templates: Create Your Own or Use One from the Solution Center.

Required Licensing and Permissions

You must be a licensed user to create a new sheet or other Smartsheet item. (Note also that some items, such as dashboards, are only available to specific plan types. See the Smartsheet Pricing page for more information.)  

Only the owner of an item can rename it.


Create a New Item

Start creating Smartsheet items from the Add New tab.

  1. Click Add New at the top of the Smartsheet window.

    Create New
     
  2. In the left pane, click Create and in the right pane, select the type of item you want to create.
    Create new tab
  3. When prompted, enter a name for the item, and click OK.

    NOTE: The item name can contain up to 50 characters.

The screen will refresh to display your new item—it's all ready for you to start working.

NOTE: The sheets and other items you create are visible only to you unless you share them with others. For information about sharing, see Share Sheets, Reports, and Dashboards.

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Rename an Item

You must be the owner of an item to rename it.

  1. From the Home tab, right-click on the name of the item and select Rename.
  2. Type the new name for the item and click OK.

    NOTE: The item name can contain up to 50 characters.

Overview of Smartsheet Items

Grid—Has no predefined columns—it's a clean slate. Use this when you want to start from scratch.

Project—Includes common columns needed to create a project and enable Gantt chart functionality.

Cards—Provides what you need to start a card-based Kanban-style project. More on Card View can be found in Using Card View to Visualize Your Work.

Task List—Includes several predefined columns, including Task Name, Due Date, Assigned To, Done, and Comments.

Form—Creates a basic three-column sheet with a form attached to it. A basic three-column sheet with a form attached. Use this when you know you'll want to collect information from others with a form. For more help with forms, see Create a Form to Collect Information in Your Sheet.

Report—Start here to create a report. For more information about reports, see Creating Reports.

Dashboard/Portal—A Smartsheet dashboard allows you to create a visual summary of sheet data or an information hub. To learn more about dashboards, see Create and and Edit a Smartsheet Dashboard.

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